Welcome to the Downtown Princeton Branch. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and strategies that have been designed to help you and your family lead the lives you want.

About Us

Business complexities require sophisticated financial strategies, and advisors from our Branch offer advice and guidance in the areas of liability management, tax minimization strategies, concentrated stock positions, hedging and liquidity strategies. Our advisors understand the emotional and financial issues of closely held businesses, and can also provide access to specialists from Bank of America who can provide assistance with succession planning and estate division, short- and long-term capital expansion needs, equipment and site financing.

Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Branch Office Profile

About Us

Culture

Community

Client Commitment

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Office Team

Janet Cook| Registered Resident Director Assistant

Janet Cook is a Registered Senior Client Associate who began her career at Merrill Lynch in 1996. Janet is often the first point of contact for our clients; she focuses her time on fostering the relationship by providing exceptional service to meet client needs as well as outstanding administrative support to the Financial Advisor's she supports.

Janet resides in Bordentown, NJ and has three grown daughters. In her free time, Janet enjoys flea marketing, gardening and kayaking.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Rebalancing may pose a tax event.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Investment products, insurance and annuity products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.

Hours of Operation

Hours

Hours of Operation

Contact

Contact

Map

14 NORTH HARRISON STREETPRINCETON,
NJ 08542

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